SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,070 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $234,431 | -18.6% | 1,895 | -17.7% | 0.02% | -25.0% |
| Q4 2022 | $288,128 | +7.1% | 2,303 | -4.4% | 0.02% | -14.3% |
| Q3 2022 | $269,000 | -32.4% | 2,410 | -28.1% | 0.03% | -37.8% |
| Q2 2022 | $398,000 | -3.4% | 3,350 | +4.1% | 0.04% | +15.4% |
| Q1 2022 | $412,000 | -28.8% | 3,218 | -28.2% | 0.04% | -27.8% |
| Q4 2021 | $579,000 | +12.0% | 4,483 | +1.9% | 0.05% | -3.6% |
| Q3 2021 | $517,000 | +11.4% | 4,398 | +15.8% | 0.06% | +9.8% |
| Q2 2021 | $464,000 | +45.9% | 3,798 | +40.8% | 0.05% | +34.2% |
| Q1 2021 | $318,000 | +7.1% | 2,698 | -3.7% | 0.04% | -5.0% |
| Q4 2020 | $297,000 | – | 2,803 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |